Retirement Planning/Investment Securities

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. Rick was born in Newark and grew up in the Nutley-Montclair area of northern New Jersey. He lives in Bridgewater, New Jersey, and Punta Gorda, Florida, with his wife, Karen.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.